$163 Million is the total value of Independent Wealth Network Inc.'s 201 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KSS | New | KOHLS CORP | $563,230 | – | 26,872 | +100.0% | 0.35% | – |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $455,050 | – | 7,900 | +100.0% | 0.28% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $284,240 | – | 7,249 | +100.0% | 0.18% | – |
| New | PACER FDS TRmetaurus cap 400 | $259,446 | – | 8,526 | +100.0% | 0.16% | – | |
| VGLT | New | VANGUARD SCOTTSDALE FDSlong term treas | $241,248 | – | 4,346 | +100.0% | 0.15% | – |
| COG | New | COTERRA ENERGY INC | $221,916 | – | 8,204 | +100.0% | 0.14% | – |
| LOAN | New | MANHATTAN BRDG CAP INC | $10,460 | – | 10,900 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| J P MORGAN EXCHANGE-TRADED F | 9 | Q3 2023 | 9.9% |
| SPDR SER TR | 9 | Q3 2023 | 5.2% |
| CATERPILLAR INC | 9 | Q3 2023 | 4.4% |
| SPDR SER TR | 9 | Q3 2023 | 3.3% |
| SPDR SER TR | 9 | Q3 2023 | 3.3% |
| SPDR SER TR | 9 | Q3 2023 | 3.0% |
| CHEVRON CORP NEW | 9 | Q3 2023 | 3.0% |
| ISHARES TR | 9 | Q3 2023 | 2.3% |
| ISHARES TR | 9 | Q3 2023 | 2.4% |
| APPLE INC | 9 | Q3 2023 | 2.3% |
View Independent Wealth Network Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-02-10 |
View Independent Wealth Network Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.